+75.5%
OSCR vs WPM
+53.7%
+21.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | +5.8% | +1.1% | +4.8% | +5.6% |
| 30D | +7.1% | +26.4% | -19.2% | +2.3% |
| 3M | +36.7% | +20.8% | +15.8% | +31.2% |
| 6M | +114.3% | +1.1% | +113.2% | +113.1% |
| YTD | +124.4% | +32.5% | +92.0% | +103.8% |
| 1Y | +75.5% | +51.5% | +23.9% | +57.7% |
| All | +75.5% | +53.7% | +21.7% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling